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Zullo Investment Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Zullo Investment Group’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$255K Hold
10,559
– – 0.09% 135
2026
Q1 		$256K Hold
10,559
– – 0.1% 130
2025
Q4 		$257K Sell
10,559
-500
-5% -$12.2K 0.09% 129
2025
Q3 		$270K Sell
11,059
-621
-5% -$15.1K 0.1% 129
2025
Q2 		$285K Sell
11,680
-229
-2% -$5.56K 0.12% 124
2025
Q1 		$290K Buy
11,909
+1,157
+11% +$28K 0.12% 119
2024
Q4 		$259K Sell
10,752
-1,010
-9% -$24.5K 0.1% 128
2024
Q3 		$288K Sell
11,762
-994
-8% -$24.2K 0.12% 126
2024
Q2 		$307K Sell
12,756
-276
-2% -$6.62K 0.13% 117
2024
Q1 		$314K Sell
13,032
-708
-5% -$17.1K 0.15% 111
2023
Q4 		$333K Buy
13,740
+78
+0.6% +$1.87K 0.17% 107
2023
Q3 		$327K Buy
+13,662
New +$327K 0.19% 100
2023
Q1 		– Sell
-2,706
Closed -$65.3K – 597
2022
Q4 		$65.3K Buy
+2,706
New +$65.2K 0.04% 241

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Zullo Investment Group's SCHO Position: Q2 2026 in Review

Zullo Investment Group held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 10,559 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #135.

Zullo Investment Group first reported a position in SCHO in Q4 2022 and has held it in 13 quarters since. The position peaked at $333K in Q4 2023. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Zullo Investment Group held 10,559 shares of Schwab Short-Term US Treasury ETF worth $255K as of Q2 2026.
  • Zullo Investment Group left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up 0.09% of Zullo Investment Group's portfolio in Q2 2026, its #135 holding.
  • Zullo Investment Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and has held it in 13 quarters since.
  • Zullo Investment Group's Schwab Short-Term US Treasury ETF position peaked at $333K in Q4 2023.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.